Most bought consumer defensive stocks in Q1 2026
See which Consumer Defensive stocks institutional investors increased the most in Q1 2026, measured as net growth in reported share positions from Q4 2025 into Q1 2026. Notable additions at the top of this list include COCA-COLA CO/THE (KO), PROCTER & GAMBLE CO/THE (PG), WALMART INC (WMT), KENVUE INC (KVUE). These rankings aggregate SEC 13F filings from all institutional investors in our database.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| KO | COCA-COLA CO/THE | 290,298,173 | $40.32B | 252 | 1345 | 1409 | 115 | 3499 |
| PG | PROCTER & GAMBLE CO/THE | 197,723,610 | $32.37B | 219 | 1673 | 1634 | 197 | 3922 |
| WMT | WALMART INC | 191,676,585 | $55.86B | 278 | 1683 | 1928 | 169 | 4354 |
| KVUE | KENVUE INC | 169,360,932 | $2.52B | 122 | 414 | 326 | 138 | 993 |
| KDP | KEURIG DR PEPPER INC | 148,230,029 | $1.31B | 105 | 309 | 291 | 115 | 807 |
| MO | ALTRIA GROUP INC | 145,894,927 | $16.66B | 246 | 974 | 862 | 107 | 2420 |
| PM | PHILIP MORRIS INTERNATIONAL | 107,381,212 | $22.45B | 202 | 1175 | 1020 | 117 | 2808 |
| CL | COLGATE-PALMOLIVE CO | 81,090,729 | $9.59B | 197 | 697 | 692 | 109 | 1917 |
| KHC | KRAFT HEINZ CO/THE | 71,320,330 | $385.47M | 140 | 414 | 337 | 145 | 1071 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | 68,206,912 | $7.07B | 216 | 673 | 714 | 140 | 1869 |
| GIS | GENERAL MILLS INC | 67,947,465 | -$822.58M | 140 | 487 | 453 | 219 | 1282 |
| KR | KROGER CO | 66,419,490 | $9.23B | 178 | 462 | 544 | 135 | 1360 |
| CAG | CONAGRA BRANDS INC | 61,809,105 | $465.78M | 125 | 281 | 242 | 125 | 770 |
| PEP | PEPSICO INC | 48,949,843 | $24.72B | 245 | 1403 | 1472 | 158 | 3474 |
| MNST | MONSTER BEVERAGE CORP | 48,749,149 | $1.28B | 142 | 454 | 437 | 120 | 1207 |
| SYY | SYSCO CORP | 48,371,864 | $2.48B | 154 | 558 | 582 | 118 | 1541 |
| KMB | KIMBERLY-CLARK CORP | 47,672,029 | $3.68B | 179 | 606 | 576 | 185 | 1617 |
| NWL | NEWELL BRANDS INC | 47,595,823 | -$131.56M | 54 | 176 | 111 | 55 | 415 |
| COTY | COTY INC-CL A | 42,580,713 | -$205.90M | 87 | 120 | 64 | 58 | 321 |
| HRL | HORMEL FOODS CORP | 40,988,346 | $719.07M | 83 | 261 | 183 | 79 | 626 |
| ADM | ARCHER-DANIELS-MIDLAND CO | 40,524,493 | $8.19B | 185 | 420 | 311 | 94 | 1095 |
| COST | COSTCO WHOLESALE CORP | 36,120,072 | $71.41B | 313 | 1741 | 1570 | 133 | 4121 |
| TSN | TYSON FOODS INC-CL A | 34,060,722 | $3.38B | 131 | 350 | 286 | 80 | 877 |
| RLX | RLX TECHNOLOGY INC-ADR | 33,663,802 | $39.89M | 23 | 29 | 34 | 18 | 101 |
| MKC | MCCORMICK & CO-NON VTG SHRS | 30,477,698 | -$1.87B | 136 | 326 | 334 | 147 | 940 |
| COUR | COURSERA INC | 27,299,423 | -$11.86M | 56 | 88 | 63 | 50 | 231 |
| FLO | FLOWERS FOODS INC | 25,355,109 | -$198.79M | 73 | 151 | 135 | 78 | 418 |
| CPB | CAMPBELL SOUP CO | 24,567,625 | -$169.01M | 91 | 230 | 163 | 112 | 572 |
| DG | DOLLAR GENERAL CORP | 23,931,906 | $388.07M | 138 | 450 | 376 | 140 | 1130 |
| BTI | BRITISH AMERICAN TOB-SP ADR | 23,013,205 | $1.84B | 113 | 381 | 218 | 58 | 852 |
| USFD | US FOODS HOLDING CORP | 20,368,520 | $4.77B | 113 | 239 | 227 | 76 | 664 |
| EL | ESTEE LAUDER COMPANIES-CL A | 20,368,155 | -$4.51B | 120 | 316 | 261 | 158 | 820 |
| DLTR | DOLLAR TREE INC | 19,924,526 | -$12.36M | 131 | 305 | 258 | 97 | 841 |
| LAUR | LAUREATE EDUCATION INC | 19,001,403 | $779.45M | 69 | 117 | 112 | 41 | 336 |
| TAP | MOLSON COORS BEVERAGE CO - B | 18,709,637 | $88.99M | 77 | 222 | 222 | 102 | 614 |
| CHD | CHURCH & DWIGHT CO INC | 17,257,105 | $3.43B | 128 | 345 | 377 | 95 | 1031 |
| CLX | CLOROX COMPANY | 15,130,536 | $1.81B | 165 | 393 | 310 | 110 | 1059 |
| HSY | HERSHEY CO/THE | 15,071,761 | $5.80B | 192 | 530 | 463 | 112 | 1452 |
| HAIN | HAIN CELESTIAL GROUP INC | 14,881,698 | -$9.08M | 26 | 51 | 44 | 41 | 149 |
| STZ | CONSTELLATION BRANDS INC-A | 14,395,233 | $3.68B | 137 | 375 | 334 | 111 | 1018 |
| GO | GROCERY OUTLET HOLDING CORP | 14,327,644 | -$269.57M | 45 | 79 | 69 | 53 | 221 |
| CELH | CELSIUS HOLDINGS INC | 13,763,904 | -$727.50M | 94 | 202 | 191 | 114 | 566 |
| SMPL | SIMPLY GOOD FOODS CO/THE | 12,615,761 | -$280.79M | 66 | 100 | 86 | 57 | 272 |
| BYND | BEYOND MEAT INC | 12,268,454 | -$1.81M | 66 | 65 | 35 | 39 | 235 |
| UDMY | UDEMY INC | 11,680,540 | -$79.18M | 50 | 76 | 48 | 37 | 191 |
| BF-B | BROWN-FORMAN CORP-CLASS B | 11,304,315 | $314.35M | 71 | 179 | 235 | 119 | 571 |
| SFM | SPROUTS FARMERS MARKET INC | 10,211,750 | $605.02M | 121 | 230 | 202 | 116 | 618 |
| EPC | EDGEWELL PERSONAL CARE CO | 9,387,655 | $381.95M | 42 | 83 | 57 | 33 | 218 |
| INGR | INGREDION INC | 9,078,335 | $1.19B | 97 | 261 | 162 | 72 | 649 |
| BRBR | BELLRING BRANDS INC | 8,967,537 | -$1.06B | 66 | 131 | 139 | 108 | 367 |
Frequently asked questions about Most bought consumer defensive stocks in Q1 2026
What are the most bought Consumer Defensive stocks in Q1 2026?
The most bought consumer defensive stocks in Q1 2026 are those with the largest increase in reported share counts across institutional investors compared to Q4 2025, based on SEC 13F filings.
Which consumer defensive stocks did institutional investors added to the most in Q1 2026?
Among filers in this sector, net additions were largest in companies such as COCA-COLA CO/THE (KO), PROCTER & GAMBLE CO/THE (PG), WALMART INC (WMT), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.